Are the largest US stocks too dominant?
Exchanges26 Mar 2024

Are the largest US stocks too dominant?

The US stock market is more concentrated than it’s been in decades, with a small number of stocks accounting for an unusually large share of market capitalization. While it’s making some investors uneasy, Ben Snider, a senior strategist on the US portfolio strategy team in Goldman Sachs Research, and Peter Callahan, who covers the US technology, media, and telecommunications markets business in Global Banking & Markets, point out on Goldman Sachs Exchanges that these stocks' valuations reflect strong earnings. If you'd like to learn more, visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends spanning markets, industries, and the global economy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(608)

Brittle Markets: The Risks from Falling Liquidity

Brittle Markets: The Risks from Falling Liquidity

Steve Strongin, head of the Global Investment Research (GIR) Division, and Charlie Himmelberg, GIR's co-head of Global Markets Research and global head of Credit and Mortgage Strategy Research, discus...

19 Aug 201525min

The Future of Finance

The Future of Finance

Heath Terry and Ryan Nash, analysts in Global Investment Research at Goldman Sachs, explore how the twin forces of regulation and technology are opening the door for a new and expanding class of compe...

30 Jul 201529min

Global Equity Markets in Flux

Global Equity Markets in Flux

Kathryn Koch, head of Fundamental Equity Client Portfolio Management within Goldman Sachs Asset Management, discusses key trends impacting equity markets globally, including the ongoing Greek debt neg...

9 Jul 201522min

The State of the Markets: Gary Cohn on Interest Rates, Liquidity and Risk Management

The State of the Markets: Gary Cohn on Interest Rates, Liquidity and Risk Management

Gary Cohn, president and chief operating officer of Goldman Sachs, discusses key issues impacting the global economic landscape, including the anticipated rise in interest rates, market liquidity and ...

24 Jun 201525min

Mainframes and Back Again: Lessons from 25 Years in Technology

Mainframes and Back Again: Lessons from 25 Years in Technology

R. Martin Chavez, chief information officer of Goldman Sachs, discusses some of the game-changing trends in technology today -- including the shift to cloud, open source for enterprise, and big data -...

5 Jun 201525min

A Conversation with Lloyd Blankfein

A Conversation with Lloyd Blankfein

Lloyd Blankfein, chairman and CEO of Goldman Sachs, discusses a range of global economic issues -- including the United States' evolving policies on trade, energy and infrastructure, opportunities and...

20 Mai 201529min

Planes, Brains and Automobiles: The Future of Innovation

Planes, Brains and Automobiles: The Future of Innovation

Hugo Scott-Gall, head of Thematic Research at Goldman Sachs, discusses the disruptive innovations that dominated discussion at the Goldman Sachs Innovation Symposium. This podcast was record...

5 Mai 201519min

The UK Macro Environment

The UK Macro Environment

Kevin Daly, senior European economist in Global Investment Research at Goldman Sachs, discusses factors influencing the growth outlook in the UK, including housing, wages and energy prices. ...

23 Apr 201512min

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